SMCRX Mutual Fund

SMCRX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
+0.68%
3 Months
+0.34%
6 Months
+0.79%
YTD
+1.89%
1 Year
+3.63%
3 Years (annualized)
+6.12%
5 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+2.96%
vs Peers
-1.07%

SMCRX Mutual Fund Performance

SMCRX performance across multiple time periods: 1-month 0.68%, YTD 1.89%, 1-year 3.63%, 3-year 6.12%, 5-year 1.86%.

SMCRX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

SMCRX vs another fund shows side-by-side returns. SMCRX alternatives are available in the Mutual Fund Screener.